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Banking Feed Class

Banking Feed Class

Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.

Overview

About this Course
One of the best features in QuickBooks® Online is the ability to connect your bank accounts and credit cards. The Banking feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Automation features like Rules do some the work for you. But…the Banking feed has some interesting quirks you need to know about. Banking Feeds is one of my favorite topics because if you use it right, you can reduce your data entry to almost nothing...but if you use it wrong, you double your income and code your expenses wrong. Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.

Basic knowledge
Our “QuickBooks® Online Fundamentals” live class/webinar, or
Our "QuickBooks® Online Fundamentals” On-Demand video course, or
Prior QuickBooks® Online experience

Course Information

Our “QuickBooks® Online Fundamentals” live class/webinar, or
Our "QuickBooks® Online Fundamentals” On-Demand video course, or
Prior QuickBooks® Online experience

What you will learn
How to connect your bank accounts to your QuickBooks®
How to import new transactions as they clear the bank
How to import previous transaction history
How to classify transactions through the Bank Feed to save time on manual data entry
Which transactions you should NOT import automatically
Workarounds for bank feed issues
Why you should reconcile even if you’re importing
How to reconcile your bank account transactions with your monthly bank statement
Tips and tricks while reconciling that will save time and frustration

Business owners and employees who maintain their company’s financial records
Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
Bookkeepers and Accountants who wish to brush up on their skills
Students and job-seekers will boost their employment marketability
Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before

• Lifetime Access to Each Course
• Certificate on Completion of Course
• No Extra Charges Or Admin Fees
• Easy Access to Courses
• High Priority Support After Sales.
• Big Discounts on Individual Courses

Course Specifications

Find a wide range of accounting-related courses on our learning platform including Basic Accounting and Bookkeeping. 

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Adult education is the non-credential activity of gaining skills and improved education. 

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Online education is electronically supported learning that relies on the Internet for teacher/student interaction. 

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A short course is a learning programme that gives you combined content or specific skills training in a short period of time. Short courses often lean towards the more practical side of things and have less theory than a university course – this gives you a more hands-on experience within your field of interest.

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Course duration is 24 hours.

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